MFA Wealth Services

Business address
100 E Thousand Oaks Blvd, Suite 258, Thousand Oaks, CA, 91360
Top securities (13F)
IVV, QGRO, SCHD, IEI, IQLT, SHY, VNQ, IEF, IVW, AAPL, DGRO, MSFT, IUSV, FFSM, CGMS, AMGN, QQQ, VTI, IJH, and SPSM
State of incorporation
CA
Fiscal year end
31 December
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MFA Wealth Services has filed 5 SEC EDGAR filings since 21 Jan 2025

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 14 Nov 2025 30 Sep 2025 028-24573
13F-HR Open Document Open Filing 24 Jul 2025 30 Jun 2025 028-24573
N-PX Open Document Open Filing 14 Jul 2025 30 Jun 2025 028-24573
13F-HR Open Document Open Filing 17 Apr 2025 31 Mar 2025 028-24573
13F-HR Open Document Open Filing 21 Jan 2025 31 Dec 2024 028-24573